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Original filing (PDF)20251008131807NAL0003033779001
HANWHA AZDEL, INC.
Form 5500
FILING_RECEIVED
AZDEL, INC. RETIREMENT PLAN
Defined-benefit pension plan
Active participants
30
Accounts w/ balance
—
Plan assets (EOY)
$10.9M
Net assets (EOY)
$10.9M
How this plan invests
This plan
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HANWHA AZDEL, INC..
Plan sponsor
Name
HANWHA AZDEL, INC.
EIN
56-1529693
Address
2000 ENTERPRISE DRIVE · FOREST, VA · 24551
Phone
(434) 386-4071
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GREERWALKER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP, INC. | 42-0127290 | — | NONE | $9K | — |
| USI CONSULTING GROUP | 34-1213174 | — | NONE | $2K | — |
Investments
15 direct securities· $10.7M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Wasatch Core Growth Fund | — | — | $2.4M | $2.4M | 21.9% | |
| PIMCO RAE US Small Fund Institutional | — | — | $1.7M | $1.7M | 15.8% | |
| BlackRock Short-Term Investment Fund Class F | — | — | $1.5M | $1.6M | 14.2% | |
| Fidelity Advisor International Small Cap Fund Class Z | — | — | $620K | $659K | 6.0% | |
| PIMCO Moderate Duration Fund Institutional Class | — | — | $633K | $652K | 6.0% | |
| Vanguard Equity-Income Fund Admiral Shares | — | — | $464K | $647K | 5.9% | |
| PIMCO Long Duration Total Return Institutional Class | — | — | $636K | $638K | 5.8% | |
| MFS International Growth Fund Class R6 | — | — | $526K | $632K | 5.8% | |
| Fidelity Total International Index Fund | — | — | $349K | $613K | 5.6% | |
| Fidelity 500 Index Fund | — | — | $233K | $393K | 3.6% | |
| JPMorgan Large Cap Growth Fund Class R6 | — | — | $179K | $235K | 2.1% | |
| Fidelity Mid Cap Value Index | — | — | $141K | $184K | 1.7% | |
| Vanguard Commodity Strategy Fund Admiral Shares | — | — | $127K | $149K | 1.4% | |
| Principal Real Estate Securities Fund R6 | — | — | $127K | $146K | 1.3% | |
| PIMCO Long-Term Credit Bond Institutional Class | — | — | $654K | $70K | 0.6% |
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